IRON Financial LLC

CIK

1595509

Location

NORTHBROOK, IL

Portfolio Value

Micro $99,501,535

Diversification

Diversified

Filing Date

Global Rank

#5,966 / 8,517 ▲ 113

Top Industry

Consumer Electronics 22.1%

3Y Alpha vs SPY

+16.7%

Period ended 46 days ago

Filed Jul 22, 2026 · 24d

26 quarters · since Mar 2020

Clone Performance

Aug 2023–Aug 2026 · vs SPY

Hypothetical growth of buying every stock this filer reported holding, rebalancing on each filing and indexed to the same start. Option positions cannot be bought this way and are left out.

Cloned portfolio

+159.9%

SPY

+75.3%

Annualised alpha

+16.9%

Max drawdown

−15.3%

Estimate. 13F holdings are quarter-lagged, so the clone rebalances about 45 days after each period end — when the filing becomes public — and it excludes option and short positions. Returns use comparable raw closes and exclude dividends; a captured split can shorten the simulated window. It tracks 100% of reported value on average across 13 quarters. Past performance does not predict future results.

Portfolio Concentration

90 tracked positions · as of Jun 30, 2026 · Δ vs Mar 31, 2026

Top Position

19.7%

+2.1 pts

Top 5

49.2%

+0.5 pts

Top 10

60.4%

−0.4 pts

HHI

721

Diversified−9

Portfolio Trend

26 quarters · across all stocks

Sector Breakdown

As of Jun 30, 2026

Sector	% Portfolio	Value	Positions
Technology	34.6%	$34,389,401	17
Financial Services	22.1%	$22,028,173	12
Unclassified	11.1%	$11,079,434	5
Consumer Defensive	7.4%	$7,356,433	10
Consumer Cyclical	6.5%	$6,444,413	6
Energy	4.8%	$4,744,945	9
Healthcare	4.1%	$4,044,434	7
Communication Services	2.9%	$2,899,847	3
Real Estate	2.7%	$2,668,088	10
Industrials	2.0%	$2,023,439	6
Utilities	1.1%	$1,116,374	2
Basic Materials	0.7%	$706,554	3

Last Quarter's Activity

Export CSV

Jun 30, 2026 vs Mar 31, 2026

Added To

Positions the filer increased

25 positions

Ticker	Company	Δ Shares	Shares	Value
AAPL	Apple Inc.	+4,083	67,591	$19,558,131
KHC	Kraft Heinz Co	+2,393	39,381	$930,179
CPB	CAMPBELL'S Co	+2,248	35,909	$799,692
DOC	Healthpeak Properties, Inc.	+1,851	14,139	$302,574
AMZN	Amazon Com Inc	+1,747	15,694	$3,740,507
PM	Philip Morris International Inc.	+1,396	6,678	$1,208,116
FE	Firstenergy Corp	+1,247	18,210	$865,702
OXY	Occidental Petroleum Corp /De/	+1,130	17,845	$866,730
F	Ford Motor Co	+1,041	27,937	$388,324
HODL	VanEck Bitcoin ETF	+826	25,505	$423,638
EXE	EXPAND ENERGY Corp	+651	8,958	$816,880
BEN	Franklin Resources Inc	+647	10,108	$336,292
KIM	Kimco Realty Corp	+638	10,257	$260,014
DOW	Dow Inc.	+599	8,191	$224,104
INVH	Invitation Homes Inc.	+596	9,160	$276,723
KMI	Kinder Morgan, Inc.	+543	7,322	$234,083
APA	APA Corp	+490	7,279	$237,077
LYB	LyondellBasell Industries N.V.	+482	4,212	$221,761
UDR	UDR, Inc.	+411	6,754	$269,618
XOM	ExxonMobil Holdings Corp	+404	8,687	$1,187,685
DG	Dollar General Corp	+388	6,394	$736,012
LW	Lamb Weston Holdings, Inc.	+378	5,414	$233,776
TJX	Tjx Companies Inc /De/	+373	6,279	$951,268
WMT	Walmart Inc.	+373	10,888	$1,233,174
COP	Conocophillips	+339	5,826	$605,670
No positions match the current search.

Trimmed

Positions the filer reduced

18 positions

Ticker	Company	Δ Shares	Shares	Value
GOOGL	Alphabet Inc.	−1,927	4,039	$1,443,416
SPY	Spdr S&P 500 ETF Trust	−761	12,191	$9,103,873
QQQ	Invesco Qqq Trust, Series 1	−716	1,092	$804,148
MSFT	Microsoft Corp	−416	6,390	$2,383,597
INTC	Intel Corp	−313	12,360	$1,725,826
AVGO	Broadcom Inc.	−272	1,003	$378,883
T	At&T Inc.	−259	12,479	$258,314
ABBV	AbbVie Inc.	−188	2,896	$728,748
ABT	Abbott Laboratories	−172	2,230	$202,349
BRK-B	Berkshire Hathaway Inc	−157	1,478	$739,575
PLTR	Palantir Technologies Inc.	−121	2,017	$235,323
IBIT	iShares Bitcoin Trust ETF	−95	13,466	$448,283
HD	Home Depot, Inc.	−75	729	$257,103
JPM	Jpmorgan Chase & Co	−69	9,134	$2,989,831
PG	PROCTER & GAMBLE Co	−55	6,167	$904,328
MU	Micron Technology Inc	−16	1,233	$1,423,238
CME	Cme Group Inc.	−8	58,300	$12,874,389
AXP	American Express Co	−1	836	$282,776
No positions match the current search.

New Positions

Positions the filer opened this quarter

8 positions

Ticker	Company	Shares	Value
GE	General Electric Co	1,088	$406,617
LLY	ELI LILLY & Co	265	$317,848
GEV	GE Vernova Inc.	252	$296,064
AMD	Advanced Micro Devices Inc	507	$294,521
QCOM	Qualcomm Inc/De	1,526	$281,988
CSCO	Cisco Systems, Inc.	2,243	$263,462
EXR	Extra Space Storage Inc.	1,637	$237,856
MRVL	Marvell Technology, Inc.	692	$206,138
No positions match the current search.

Sold Out

Positions the filer fully exited

7 positions

Ticker	Company	Shares	Value
VIG	Vanguard Dividend Appreciation ETF	9,216	$1,981,992
VXUS	Vanguard Total International Stock ETF	21,271	$1,640,206
GLDM	World Gold Trust	2,773	$257,029
SGOL	abrdn Gold ETF Trust	5,457	$243,491
SLV	iShares Silver Trust	3,434	$233,992
HII	Huntington Ingalls Industries, Inc.	564	$214,263
ABEV	Ambev S.A.	17,862	$52,157
No positions match the current search.

Portfolio Positions

Compact Export CSV View 13F filing

90 tracked positions · $99,501,535 total · as of Jun 30, 2026

All sectors Basic Materials Communication Services Consumer Cyclical Consumer Defensive Energy Financial Services Healthcare Industrials Real Estate Technology Utilities

Showing 1–50 of 90 positions by value · page 1 of 2

Ticker	Company	Type	Shares	Δ Shares	Value (USD)	% Δ Value	% of Portfolio
AAPL	Apple Inc. Technology	Added	67,591	+4,083	$19,558,131	+21.3%	19.66%
CME	Cme Group Inc. Financial Services	Reduced	58,300	-8	$12,874,389	−25.2%	12.94%
SPY	Spdr S&P 500 ETF Trust	Reduced	12,191	-761	$9,103,873	+8.1%	9.15%
AMZN	Amazon Com Inc Consumer Cyclical	Added	15,694	+1,747	$3,740,507	+28.8%	3.76%
NVDA	Nvidia Corp Technology	Added	18,347	+199	$3,671,050	+16.0%	3.69%
JPM	Jpmorgan Chase & Co Financial Services	Reduced	9,134	-69	$2,989,831	+10.4%	3.00%
CBOE	Cboe Global Markets, Inc. Financial Services	Added	10,401	+25	$2,524,009	−13.5%	2.54%
MSFT	Microsoft Corp Technology	Reduced	6,390	-416	$2,383,597	−5.4%	2.40%
INTC	Intel Corp Technology	Reduced	12,360	-313	$1,725,826	+208.6%	1.73%
JNJ	Johnson & Johnson Healthcare	Added	5,901	+67	$1,498,676	+5.1%	1.51%
GOOGL	Alphabet Inc. Communication Services	Reduced	4,039	-1,927	$1,443,416	−15.8%	1.45%
MU	Micron Technology Inc Technology	Reduced	1,233	-16	$1,423,238	+237.3%	1.43%
CIEN	Ciena Corp Technology	Added	2,816	+199	$1,381,416	+36.0%	1.39%
WMT	Walmart Inc. Consumer Defensive	Added	10,888	+373	$1,233,174	−5.6%	1.24%
PM	Philip Morris International Inc. Consumer Defensive	Added	6,678	+1,396	$1,208,116	+38.3%	1.21%
META	Meta Platforms, Inc. Communication Services	Added	2,127	+60	$1,198,117	+1.3%	1.20%
XOM	ExxonMobil Holdings Corp Energy	Added	8,687	+404	$1,187,685	−15.5%	1.19%
TJX	Tjx Companies Inc /De/ Consumer Cyclical	Added	6,279	+373	$951,268	+0.9%	0.96%
KHC	Kraft Heinz Co Consumer Defensive	Added	39,381	+2,393	$930,179	+11.8%	0.93%
PG	PROCTER & GAMBLE Co Consumer Defensive	Reduced	6,167	-55	$904,328	+0.6%	0.91%
OXY	Occidental Petroleum Corp /De/ Energy	Added	17,845	+1,130	$866,730	−20.2%	0.87%
FE	Firstenergy Corp Utilities	Added	18,210	+1,247	$865,702	+0.7%	0.87%
CAH	Cardinal Health Inc Healthcare	Added	3,502	+330	$831,934	+24.1%	0.84%
TSLA	Tesla, Inc. Consumer Cyclical	Added	1,975	+9	$830,685	+13.7%	0.83%
ERIE	Erie Indemnity Co Financial Services	Added	3,415	+292	$818,745	+4.3%	0.82%
EXE	EXPAND ENERGY Corp Energy	Added	8,958	+651	$816,880	−10.4%	0.82%
QQQ	Invesco Qqq Trust, Series 1	Reduced	1,092	-716	$804,148	−22.9%	0.81%
ADSK	Autodesk, Inc. Technology	Added	4,135	+287	$803,926	−12.7%	0.81%
CPB	CAMPBELL'S Co Consumer Defensive	Added	35,909	+2,248	$799,692	+6.7%	0.80%
BRK-B	Berkshire Hathaway Inc Financial Services	Reduced	1,478	-157	$739,575	−5.6%	0.74%
DG	Dollar General Corp Consumer Defensive	Added	6,394	+388	$736,012	+3.2%	0.74%
ABBV	AbbVie Inc. Healthcare	Reduced	2,896	-188	$728,748	+8.6%	0.73%
WWD	Woodward, Inc. Industrials	Held	1,656	0	$704,527	+18.9%	0.71%
STZ	Constellation Brands, Inc. Consumer Defensive	Added	5,041	+330	$701,152	−0.8%	0.70%
COP	Conocophillips Energy	Added	5,826	+339	$605,670	−16.4%	0.61%
DDOG	Datadog, Inc. Technology	Added	2,186	+125	$569,146	+133.9%	0.57%
CRWD	CrowdStrike Holdings, Inc. Technology	Added	2,590	+102	$494,132	−49.1%	0.50%
IBIT	iShares Bitcoin Trust ETF	Reduced	13,466	-95	$448,283	−14.0%	0.45%
HODL	VanEck Bitcoin ETF	Added	25,505	+826	$423,638	−10.4%	0.43%
GE	General Electric Co Industrials	NEW	1,088	NEW	$406,617	NEW	0.41%
CAT	Caterpillar Inc Industrials	Added	380	+2	$404,661	+51.1%	0.41%
F	Ford Motor Co Consumer Cyclical	Added	27,937	+1,041	$388,324	+25.1%	0.39%
AVGO	Broadcom Inc. Technology	Reduced	1,003	-272	$378,883	−4.0%	0.38%
TSM	Taiwan Semiconductor Manufacturing Co Ltd Technology	Added	764	+37	$364,863	+48.5%	0.37%
IBM	International Business Machines Corp Technology	Added	1,258	+308	$353,761	+53.6%	0.36%
BX	Blackstone Inc. Financial Services	Added	2,993	+11	$352,185	+2.7%	0.35%
V	Visa Inc. Financial Services	Added	1,022	+38	$350,637	+17.9%	0.35%
FANG	Diamondback Energy, Inc. Energy	Added	1,950	+139	$342,770	−4.3%	0.34%
BEN	Franklin Resources Inc Financial Services	Added	10,108	+647	$336,292	+50.5%	0.34%
REG	Regency Centers Corp Real Estate	Added	4,049	+274	$322,866	+13.0%	0.32%

Covers the securities this platform tracks: U.S.-listed common stock and the put/call positions reported on it. A 13F can also report security types outside that coverage — preferred shares, bonds, warrants, untracked share classes — so the filing's own declared total can exceed the figures above. The source filing is linked at the top of this table.